Booksmrt
How It Works

Services

Monthly bookkeepingCleanup projectsPayroll and 1099sSales tax and AP/AR

Resources

Resource centerBookkeeping glossaryComparisonsFree tools
Client loginCreate accountStart free assessment
Done-for-you bookkeeping

Clean books. Fast.

We take bookkeeping off your plate and hand you clean, professional financials every month — ready for decisions, taxes, and growth.

Enter your business email. We will send you to the 20-minute call and quote page.

Watch it happen
app.booksmrt.co
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E3fx=SUM(C101:C240) - manual_override
ABCDEFGH
100DatesIncl$Exp$?Net_Calc?Sales (MAY)April_revmisc cost
1011/28/23250.00-5000350.00340.009900check with Bob!
10210/28/23250.000230.00340.004000Formula error?
1039/16/23250.00-3000450.00400.009900Need receipt
10410/28/230.000354.00-550.0016000CommentsFormula error?
10510/28/23-500.00-4000754.00250.008700---
1068/16/23150.000357.00540.0016700#DIV/0!check with Bob!
10710/28/23-600.00-16001022.001022.00106000#REF!Need receipt
1089/16/23560.00-4000189.00360.0026700Formula error?
10910/28/23-850.000360.00460.0017000---
1108/16/23500.003500#DIV/0!48000Where did 4500 come from?
1118/28/23360.000138.00340.0026600#REF!Need receipt
1129/28/23450.00-3000236.00360.001300check with Bob!
11310/28/23#VALUE!-60001080.001580.00102000Formula error?
11412/28/23400001080.001580.00102000#VALUE!Need receipt
Comments
Formula might be wrong - Sarah 10/26
Where did 4500 come from?
2023_Financials_v5_FINAL
sysAccounting system · Review queue
Business Checking ••4521
Difference $3,118.42
DescriptionAmount
1/28/23row 2Stripe payout28337.67check
Stripe payout+$28,337.67
10/28/23row 3AWS1284.16ask
AWS−$1,284.16
9/16/23row 4Gusto payroll18450.00#REF!
Gusto payroll−$18,450.00
10/28/23row 5Delta Air Lines642.80receipt?
Delta Air Lines−$642.80
8/16/23row 6Google Ads3118.42Formula error?
Google Ads−$3,118.42
8/28/23row 7WeWork2400rent
WeWork−$2,400.00
10/28/23row 8Shopify payout19872.33deposit
Shopify payout+$19,872.33
9/28/23row 9Uber48.71#DIV/0!
Uber−$48.71

Your monthly activity is pulled into one clean workflow.

Your client portal

See what you're actually getting.

This is the portal your books live in. Click around.

app.booksmrt.co/portal/

March 2026

Closed on time · reviewed by your team

Books closed

Net income

+$22,266

Cash on hand

$186,780

Monthly burn

$25,944

One glance, full picture.

  • Month status at the top: open, in review, or closed.
  • Net income, cash, and runway without opening a report.

Easily integrates with the platforms you already use.

QuickBooks
Xero
Sage
Zoho Books
Square
Stripe
Shopify
PayPal
WooCommerce
Gusto
ADP
QuickBooks
Xero
Sage
Zoho Books
Square
Stripe
Shopify
PayPal
WooCommerce
Gusto
ADP
QuickBooks
Xero
Sage
Zoho Books
Square
Stripe
Shopify
PayPal
WooCommerce
Gusto
ADP
QuickBooks
Xero
Sage
Zoho Books
Square
Stripe
Shopify
PayPal
WooCommerce
Gusto
ADP

What we deliver

The core monthly reports your accountant expects.

Delivered to your secure client portal every month.

  • Balance Sheet
  • Profit & Loss Statement
  • Bank Reconciliations
  • Transaction List with Account Codes
  • General Ledger
  • Monthly Close Notes
  • One-Page Dashboard

Add-on services

  • Sales Tax Return Filing
  • Payroll Management
  • 1099 Preparation
  • Accounts Payable & Receivable Management
  • Cleanup and Catchup Projects
  • Year-End Tax Package

Built on real proof

Certified operators, senior review, and secure delivery.

Booksmrt backs monthly bookkeeping with certified software access, experienced operators, and a secure client portal.

QuickBooks ProAdvisor + Xero Certified

Accounting software certifications we can actually stand behind.

20+ years

Accounting operations experience.

200+ team

Monthly bookkeeping capacity.

Dedicated review layer

Reports are checked before delivery.

Secure portal

Private uploads, messages, billing, and document delivery.

Start here

Start your free assessment now.

Enter your business email, answer a few basics, then pick a 20-minute slot. We will use the call to map the cleanest path to monthly financials.

No payment required. We send the confirmation and notify the Booksmrt team.

What happens next

Intake

Tell us who you are, what software you use, and how much activity moves through the business.

Call

We use the 20-minute call to map the most efficient handoff for documents, access, and monthly reconciliation.

Quote

You get a clear scope and custom quote before any monthly work starts.

20-minute callCustom quote in 2-3 business daysNo payment required to book